TSE:PKI

Parkland Fuel Corp (PKI.TO)

39.84
-0.14 (0.35%)
as of Nov 4, 2025, 9:00:00 pm Market Open.
434 watching
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Parkland Fuel Corp (PKI-T) has garnered significant attention following its acquisition deal with Sunoco. Experts are generally optimistic about the transaction, with several analysts noting the strong assets and potential for margin growth given the current geopolitical climate. There is a price target of $41.50 being discussed, with initial suggestions indicating a takeout offer of around $44, although its current trading price remains below this threshold, raising concerns about the deal's completion. Some analysts recommend shareholders consider their options ahead of the October 17 deadline, while others express caution about potential volatility post-acquisition. Overall, while the stock is linked to steady dividends, the mid-term outlook appears to be less favorable due to integration challenges with Sunoco.

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Consensus
Hold
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Valuation
Fair Value
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BUY

Great company. Likes it, but prefers Couche-Tard. Has grown nicely. Dividend higher than ATD.B. Both hinge on increasing electrification. Can buy it pretty comfortably here.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no news to account for the sell off today. However, out of the past 8 days, the stock has risen 7 days with a total increase of $6 in two weeks. Unlock Premium - Try 5i Free

BUY

He owns ATD-B instead, but PKI is a great, profitable company. The dividend will grow and the company is a great buyer of assets and opportunities may lie ahead in the wake of today's Marathon deal.

TOP PICK
Driving is up 50% from January. People aren't flying for vacation. It is the biggest producer of fuel in Canada. They have set their sights in the US. They are ready to make some acquisitions in the states. He expects many years of growth. Undervalued. (Analysts’ price target is $41.15)
HOLD
It is a fuel distributor for industrial and consumer sales. She does not own this as it may lend itself better to short term trading than long term investing. If you own it now, assuming the economy recovers, so too should the stock price. Be patient the share price will eventually recover with the economy. (Analysts’ price target is $40.30)
BUY

A big footprint in western Canada and it is a fairly non-cyclical business. The price of oil does not affect them the way you think. When oil prices drop sharply, there is a huge spike in their margins. It is a consolidator. They will be able to do these tuck-in acquisitions. He prefers ATD.B-T but likes this one too.

PAST TOP PICK
(A Top Pick Jun 17/19, Down 8%) They have refining, convenience stores and gas pumps. They have been able to navigate very well through this. Their working capital has gone down very much with the price of oil going down. This is not really an energy company. He is sticking with it.
PAST TOP PICK
(A Top Pick Apr 04/19, Down 18%) They are not rated investment grade on their debt. They went way down. If people are not going to do a lot of flying they may do a lot of driving. No question Q2/3 will be tough but they will come out of this in a much stronger position. Some driving trends in the US have recovered to where they were before COVID. Gas margins have stayed up.
WEAK BUY
The management team is a seasoned one. They reduced their salaries. Demand is challenging. This is the reason for the decline. You will see acquisitions decline due to the company trying to keep cash. He thinks you are in good shape here.
PAST TOP PICK

(A Top Pick Mar 06/19, Up 27%) Management is doing everything they should. They just bought assets in the massive California market as well as in the Caribbean. They leveraged some refining capacity to send fuel to some locations. They buy wholesale that they refine, then sell it at retail--that's the spread they make. Happy to hold this. It's a mini-Couche Tard (ATD'B), but PKI more nimble in making acquisitions and own a refinery.

BUY
Canadian mid-caps (no past picks today) He specializes in these. They are under the radar of Canada's large mutual funds and receive little analyst coverage, so they trade at a discount. (No past picks today.) He buys stocks only during momentum, as they are rising and keep rising. PKI has a nice up channel on its chart, meaning that investors continue to buy this stock (momentum), and secondly management are executing well.
WATCH
Owned it in his income platform. As this one got high and into its old resistance zone, risk on the stock was increasing, so they sold. If it breaks $50, could be very bullish. But potential for resistance, so keep an eye out.
BUY
They are an independent fuel distributor in Canada. They plan to use a supply advantage and will be able to undercut competition. It has been a big acquisition story last year. There are interesting things they can do with their Caribbean acquisition from last year. There is good execution and synergies from execution have been there.
COMMENT
SU vs PKI? The two go to stocks in the energy space are CNQ and SU. We are eventually going to have a big consolidation in the energy space, there are too many small players now. SU is a solid company, he would prefer it.
BUY
A great story, similar to ATD. They've executed brilliantly. Their royalty program is boosting sales. As they expand in the U.S. and focus on fresh food and loyalty programs, those pave the way for a few good years coming.
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